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Beerguy's
Net Worth for May 2011
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Assets
Value
Change ($)
Change (%)
Cash
$42,792
($6,178)
(12.62%)
Stocks
$15,825
($4,800)
(23.27%)
CQ IRA
$162,932
$10,351
6.78%
DQ Roth
$29,100
$904
3.21%
DQ IRA
$76,273
$2,717
3.69%
CQ Roth
$100,000
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Home (Zillow)
$278,000
-
-
Cars
$25,000
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-
Life Insurance
$0
-
-
Personal Property
$15,000
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-
Total Assets
$744,922
$2,994
0.40%
Debts
Value
Change ($)
Change (%)
Credit Cards
$4,090
$523
14.66%
Car Loans
$0
-
-
Home Mortgage(s)
$128,977
($1,048)
(0.81%)
Other Mortgage(s)
$0
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Total Debts
$133,067
($525)
(0.39%)
Net Worth
$611,855
$3,519
0.58%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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